Tag Result: FCA vulnerable customers
Cost of living crisis is exacerbating vulnerability for the over-50s – Diamond
As the cost of living continues to test the UK, nearly a third (32 per cent) of people age...
Almost half of HNW clients display signs of potential vulnerability – MorganAsh
Clients in the high net worth sector were found to have the highest proportion of customer...
Firms must understand financial impact on disabled clients under Consumer Duty, expert warns
Financial services firms are obligated to understand how financial challenges may affect d...
The importance of evaluating mental capacity in equity release – Farmer
With mental capacity becoming more and more important in the equity release space, Tim Far...
Nearly 40 per cent of later life advisers want more detailed vulnerability training
Advisers working in the later life lending sector have said they want more in-depth traini...
Knowledge Bank adds Consumer Duty ‘flag’ to criteria searches
Knowledge Bank has added a ‘flag’ feature to its platform to alert brokers when an ele...
Comentis issues vulnerability support framework for regulated firms
Clinical tech firm Comentis has launched a Vulnerability Support Framework to help firms r...
SimplyBiz and Comentis to work on exclusive vulnerability support for members
SimplyBiz has partnered with tech provider Comentis to develop the services it provides wh...
MorganAsh upgrades to MARS vulnerability tool in light of Consumer Duty
Financial services software provider MorganAsh has updated its client vulnerability tool a...
Consumer Duty: The need for data to provide evidence for firms – Gething
Managing vulnerability and the need to evidence this is probably the most difficult part o...